Insight
The US solar supply chain under more protectionism
*Please note that this report only includes an Excel data file if this is indicated in "What's included" below
Report summary
The US solar manufacturing industry is in a precarious position. US solar manufacturing has expanded considerably, thanks to the IRA. However, as the global supply chain has expanded in the last two years, particularly in China, global prices for solar components have fallen dramatically, putting intense pricing pressure on domestic manufacturers. At the same time, many in the solar industry expect increasingly more trade actions in the future, which impact solar developers and domestic manufacturers. If this were to play out, what would it mean for the longer-term growth of the burgeoning US domestic manufacturing industry? How would this impact pricing for the US solar market? And most importantly, how should buyers adapt their procurement strategies in this scenario? This insight explores these questions.
Table of contents
- No table of contents specified
Tables and charts
No table or charts specified
What's included
This report contains:
Other reports you may be interested in
Insight
All aboard the tariff coaster: implications for the US power industry
Impacts for power markets due to reciprocal tariffs
$3,000
Insight
Mubadala Energy deepens US LNG investment with Kimmeridge deal
Mubadala Energy’s investment deepens its commitment to US LNG.
$1,050
Insight
China economic focus April 2025: surviving the trade war
China’s strategy to mitigate the economic damage from the trade war
$1,150
